Unclaimed Profile

Robert John Reis

WHITETIP CAPITAL LLC·RICHMOND, Texas

Series 3, Series 5, Series 7, Series 63, Series 65Clean record23 years registeredWHITETIP CAPITAL LLC

1707 WYNDALE CT, RICHMOND, TX 77406CRD# 1203309Firm CRD# 168266

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert John Reis · RICHMOND, TX

Registration

CRD #1203309 · WHITETIP CAPITAL LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WHITETIP CAPITAL LLC

WHITETIP CAPITAL LLC

Jun 2016 – Aug 2022

RICHMOND, TX

DLR ADVISORS LLC

Feb 2003 – Dec 2003

RICHMOND, TX

Registrations & Exams

FINRA examinations passed

Series 3

Series 5

Series 7

Series 63

Series 65

Registration record

First registered · February 7, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WHITETIP CAPITAL LLC

CRD 168266 · SEC 801-110322

AUM

$205M

Regulatory assets under management

Employees

5 client accounts

Services offered by WHITETIP CAPITAL LLC

Per Form ADV

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WHITETIP CAPITAL LLC →

Introduction

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Frequently Asked Questions

What services does Robert John Reis offer?

Robert John Reis specializes in Investment Management.

What are Robert John Reis's credentials?

Robert John Reis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert John Reis located?

Robert John Reis is based in RICHMOND, Texas, last registered with WHITETIP CAPITAL LLC.

How does Robert John Reis charge for services?

Robert John Reis's firm is compensated through percentage of aum, other: sub-adviser fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WHITETIP CAPITAL LLC?

WHITETIP CAPITAL LLC has approximately 1 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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Nearby cities in Texas

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Research

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